Company Description
Evooq is the operating system for modern wealth management. We bring risk analytics, investment advice, structured products and compliance into a single, seamless flow — so wealth managers can focus on clients, not complexity. Trusted worldwide by some of the most demanding financial institutions, including global, private, cantonal and investment banks, as well as leading independent asset managers across Europe and Asia. We’re a fast-growing Swiss software company on a mission to make the hardest parts of wealth management feel effortless.
Our product suite spans the Evooq Wealth Platform for banks, Elus for structured products, and Edgelab for multi-asset risk analytics. If you’ve ever wanted to sell technology that genuinely changes how financial institutions operate — this is it.
Job Description
ROLE SNAPSHOT
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Focus: Enterprise software sales — new client acquisition + revenue expansion within existing accounts
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Location: Lausanne or Zurich (Switzerland), ~40–50% travel across Europe, Middle East, and Asia
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Reports to: Head of Sales Europe
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Team: Pre-sales engineering and marketing support from day one
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Package: Competitive base + performance-based variable compensation
WHAT THIS ROLE IS (AND WHAT IT IS NOT)
This is a platform sales role. You will sell a technology product — a structured products software platform — into complex institutional environments with 6–12 month sales cycles, multiple stakeholders, and formal procurement processes.
Your day-to-day is running structured deal processes: qualification, discovery, demo orchestration with pre-sales, POC/pilot management, business case building, procurement navigation, and contract negotiation.
This is not a relationship management, advisory, or brokerage role. We are not looking for someone whose primary asset is a contact list. We need someone who knows how to run a repeatable enterprise sales process and close software deals.
WHY THIS ROLE EXISTS
Elus is a structured products technology platform used by capital markets participants (issuers, distributors, structured products desks) to automate pricing, lifecycle management, and issuance workflows. The platform is live with institutional clients in Europe and Asia.
The product is proven, reference clients are in place, and the market is moving toward technology-driven issuance. We need a sales professional to build a qualified pipeline, convert prospects into signed contracts, and expand ARR within the existing client base
WHAT YOU WILL DO
In your first 12 months:
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Own the full sales cycle from outbound prospecting to signed contract for a complex enterprise platform (typical deal size CHF/EUR 300K–800K+ ARR)
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Build and maintain a qualified pipeline using a structured methodology (MEDDIC, SPIN, Challenger, or equivalent) — we expect rigour, not improvisation
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Run discovery workshops and coordinate product demonstrations with the pre-sales team
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Manage POC/pilot processes end-to-end: scoping, success criteria, stakeholder alignment, conversion to production
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Develop expansion plans for existing Elus accounts: identify upsell opportunities, drive NRR growth, and increase platform adoption
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Navigate multi-stakeholder decision processes involving front office (structuring, trading), IT, procurement, compliance, and C-level sponsors
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Build and execute a go-to-market playbook for structured products technology, in collaboration with marketing and product
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Represent Elus at industry events (Money 20/20, SRP Conference, EQDerivatives) and generate pipeline from them
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Maintain CRM discipline: accurate pipeline data, stage progression, forecasting, win/loss analysis
Qualifications
WHO YOU ARE
Non-negotiable:
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You have personally closed enterprise SaaS/platform deals (CHF/EUR 300K+ ARR) into banks, asset managers, or capital markets institutions — not as a team, not as support, but as the deal owner
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You have experience selling technology products with 6–12 month sales cycles involving procurement, IT security, legal, and multiple business sponsors
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You operate with a structured sales methodology and can articulate your deal qualification process in a concrete way
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You can run a product demo or at minimum lead a demo with pre-sales — you understand the product you sell at a functional level
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You are fluent in English; French and/or German is a strong plus for the Swiss and European client base
Strong differentiators:
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Experience selling into capital markets specifically (structured products, derivatives, trading technology)
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Ability to hold credible technical conversations with front-office professionals (structurers, traders) without being one
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Track record of managing POC-to-production conversion in complex institutional environments
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Experience in scale-up environments where you built or refined sales processes, not just inherited them
WHERE YOU MIGHT COME FROM
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We are background-agnostic as long as the enterprise software sales track record is real and verifiable. Profiles we find relevant:
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Enterprise sales professionals from capital markets technology vendors: Murex, Calypso/Adenza, Bloomberg, Refinitiv/LSEG, SIX, FIS, Numerix, Leonteq, or similar
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SaaS/platform sellers from fintech companies with institutional banking clients
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Sales leaders from trading platforms, pricing engines, risk systems, or post-trade technology providers
Note: A background in structured products or derivatives is a plus for credibility in client conversations, but it is not a substitute for enterprise software sales experience. If your primary experience is trading, structuring, or relationship-based brokerage, this role is not the right fit.
Additional Information
Evooq is a global provider of technology-driven solutions for wealth managers. We are building an ecosystem that combines data, technology and investment expertise to make personalised investment scalable.
Wealth managers use our solutions to deliver personalised advice to investors with high-quality content and the best investment products.
We are headquartered in Lausanne, with additional offices in Zurich and Singapore. We operate as a group of highly autonomous teams that take responsibility for their projects and interact with each other based on mutual trust.
